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Momentum Investing in an Era of Market Uncertainty

Florian HartelHead of Equity Product ManagementODDO BHF AM Steffen Fuchs, CFASenior Quantitative Portfolio ManagerODDO BHF AM Financial markets are evolving at a pace few investors could have imagined a decade ago. Geopolitical tensions, shifting trade dynamics, persistent inflation concerns, and the rapid rise of artificial…
BFI
07 May 2026
person holding smartphone beside tablet computerInvesting

‘Sell in May and go away’?

On Wall Street, the next six months (from May to September) have the reputation of being a difficult period, according to the adage "Sell in May and don't come back until 'St. Leger's Day' (early October)," more popular under : " Sell in May and…
Daniel Pechon
06 May 2026
Investing

Metals: a smart investment

With a performance of 45.86% in 2025 and almost 6% in 2026 at the end of April, the DNCA Invest Stratgic Ressources fund (part I) is shining and continues to achieve significant positive inflows. With precious metals in the background, the fund is also investing in…
Daniel Pechon
30 April 2026
Investing

In limbo

Central banks in focus César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management The Iran situation is in limbo after President Donald Trump cancelled a trip by US envoys to Pakistan for talks aimed at resolving the standoff. Trump extended the truce indefinitely but maintained the…
MLI
29 April 2026
FundsInvestingNews

Investment in Europe’s technological sovereignty: LFDE launches the Tocqueville Europe Strategic Tech SRI fund in Luxembourg

Channelling savings towards companies that are building Europe’s technological and industrial foundations is vital for the continent’s economic independence, innovation and stability. To address this challenge, La Financière de l’Échiquier (LFDE) is announcing the launch in Luxembourg of its Tocqueville Europe Strategic Tech SRI fund*,…
MLI
28 April 2026
Investing

A lull under pressure

Laurent Denize, Chief Investment Officer ODDO BHF Asset Management & Global Co-CIO ODDO BHF Financial markets are currently heavily shaped by events that are largely unpredictable and difficult for investors to control. The opening of negotiations aimed at a ceasefire, combined with the U.S. blockade…
MLI
27 April 2026
Investing

No deal yet

One blockade after another César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US and Iran failed to seal a peace deal, with Tehran complaining it had encountered “shifting goalposts”. The week ended with President Donald Trump saying the US would send a delegation…
EFI
23 April 2026
Investing

Stay calm and keep your emotions at bay

Don't panic, stay invested and make defensive allocations: this is the message from Nicolas Chaput of ODDO BHF AM in these troubled times. "The market is at a peak not seen since the Covid crisis," explains Nicolas Chaput, Global CEO of ODDO BHF Asset Management.…
Daniel Pechon
15 April 2026
Investing

Returns that make you forget money markets

Credit funds manage to take advantage of all bond market trends. A solution for seeking to boost money market and/or bond returns, with lower volatility, in a portfolio. Food for thought... It is time for investors to start rebuilding their bond allocations. The volatility of…
Daniel Pechon
15 April 2026
Investing

The age of humanoids

Christophe Pouchoy, Fund Manager for Echiquier Robots and Humanoids, La Financière de l’Échiquier. According to a report by Bank of America, there could be 1 million humanoid robots in operation by 2030, rising to 3 billion by 2060. Heralding a transformation on a par with…
EFI
14 April 2026